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Page 1: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have
Page 2: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000.

We have received an award from CNBC TV-18 for “Best Performing Financial Advisor”. And

The short listing process of this award is powered by the rating agency ICRA. We are financial planners and investment advisors to Senior Corporate Executives and NRIs. We help our clients to

• Identify their financial goals

• Develop strategic investment plans for creating, preserving and managing wealth and

• Achieve results in their wealth management.

Page 3: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

What We Do By using our 360-degree wealth management approach, we provide our clients with strategies needed to preserve, manage and transfer their wealth. Our unique customized wealth management approach will help our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results. Holistic Investment Planners Private Limited has got its presence for more than a decade offering these financial services:

• Financial Planning

• Wealth Management

• Investment Advisory

• Money Management

• Retirement Planning

• Online Mutual Fund Investment

Page 4: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Our Financial Planning package is well received in the market.

This package is a combination of 7 services. They are

1. Financial Plan Construction,

2. Risk Management,

3. Existing Portfolio Revamp,

4. Investment Plan & Tax Plan,

5. Financial Plan Review,

6. Investment Plan Review and

7. Financial Plan Execution.

In addition to this Information Vault, to encourage you to achieve your financial goals, we invite you to sign up for our 30-Minute Complimentary Financial Plan Consultation for free.

Get your appointment and plan your financial life with our Certified Financial Planners NOW!

Register HERE!

Page 5: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Going through every file to find particular information is a very stressful

moment.

How hard is it for you and your family to keep important information on track?

That's why we have created a personalized "Information Vault" to

track you and your family's personal and financial information in one place.

We hope it will help you to keep track of any information you want

on anywhere. So, you don't have to go through every file and don't have to get stressed to find the

information.

This will help your family to reach out to this information easily

when you are not around.

Page 6: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Your Personalized Message to Your Beloved ones!

My Dear ____________________

Love,

____________________

Page 7: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

List of Contents

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Personal Details

Family Member Details

Emergency Contact Details

Insurance Details

Bank Details / Personal Property Details

Deposits with Banks / Post Offices / Company Deposits / Debenture Bonds

Demat A/c

Share Trading A/c

Important Website Links & Login Credentials

Location of Important Documents & Records

Contact Details of My Advisors

Credit Card Details / Loan Details

Additional Details 14

Page 8: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Personal Details

PAN

UID No. (Aadhaar Card)

Ration Card No

Blood Group

DOB

Passport No.

Telephone/Mobile No.

Voters ID Card No.

EPF Account No. / UAN

PPF Account No.

Driving License No.

Mobile Service Provider

Gas Consumer No.

Gas Service Provider

Electricity Account No.

Electricity Service Provider

Water Account No.

1

Page 9: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Family Member Details

Name

DOB

Relationship

Mobile Number

PAN No.

Aadahaar No.

Voter ID

Blood Group

2

School /College / Office Contact Details

Others:

Page 10: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Emergency Contact Details

Contacts Name Phone No.

My Doctor

My Friend

Preferred Hospital Details

Ambulance Service

Health Insurance Company

Hospitalisation Process Representative

Emergency Contact at Work

Others

My Boss

3 For a complimentary consultation, click here

Page 11: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Personal Details Insurance Details

Please mention details of your life insurance, health insurance, property insurance etc.

4

Life Insurance Policy Details

S.No Company Name Policy Name Policy No. Sum Assured Date of Maturity

Nominee Name

For a complimentary consultation, click here

Page 12: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Insurance Details

5

S.No

Health Insurance Policy Details

Other Insurance Policy Details

Company Name Policy Name Policy No. Sum Insured Mediclaim Card No

Policy Type

S.No Company Name Policy Name Policy No. Sum Assured Policy Type

Other Details

For a complimentary consultation, click here

Page 13: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Bank Details

Personal Property Details

Name of 1st Holder

Bank Name and Address

Account No. Joint Holder Name

Address of the Property

Registration Deed No. Property 1st Holder Name

Property Joint HolderName

IFSC Nominee Name

PropertyType

For a complimentar

6 y consultation, click here
Page 14: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Deposits With Banks/ Post Offices/ Company Deposits/ Debenture Bonds

1st Holder Name

Name and Address of Bank / Post Office

Joint Holder Name

Amount Date of Maturity

7

Nominee Name

For a complimentary consultation, click here

Page 15: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Demat A/c

DP ID Client ID Bank Details

8

Share Trading A/c

DP Name Nominee Name

Share Broker Name Trading A/c No

For a complimentary consultation, click here

Page 16: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Important Website Links & Login Credentials

You can put smart cues (which can be identified by your family member) against each password if you don’t want to write them. Also, as passwords should be changed regularly, please keep updating here as well.

Purpose Websites / URL Login ID Password / Hint

9 For a complimentary consultation, click here

Page 17: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Location of Important Documents & Records

Bank Locker 1 Type of Document Location

Bank Locker 2

Name of the Bank

Address

Locker No.

Keys Located at

List of Contents

Name of the Bank

Address

Locker No.

Keys Located at

List of Contents

Cheque Book(s) / Passbook(s)

Public Provident Fund (PPF) Passbook(s)

Fixed Deposit Certificate(s)

Tax Files (Income Tax / Wealth Tax/Gift Tax)

Educational / Domicile / Marriage Certificates

Court Decisions / Judgements / Pending Litigation

Insurance Files (Life / Mediclaim / General)

Property Ownership Document(s)

Loan related Document(s) (e.g. Loan agreements etc.)

Shares / Bonds / Units Certificates

Rent Receipts, Tenancy Agreements (Correspondence with Landlord/Tenants)

Receipts of Telephone / Gas / Electricity etc.

Will(s)

Others: 10

Page 18: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Contact Details of My Advisors

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3. Share Broker 6. Health Insurance Agent

5. Life Insurance Agent2. Chartered Accountant & Tax Consultant

1. Advocate / Legal Advisor 4. Investment Advisor / FP

For a complimentary consultation, click here

Page 19: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Contact Details of My Advisors

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7. General Insurance Agent

8. Physician / Dentist

9. Bank Relationship Manager

10.

For a complimentary consultation, click here

Page 20: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

Credit Card Details

Credit Card No. Name of Bank Name on Card Expiry Date

Loan Details

Type of Loan Loan A/c No. Amount Bank EMI Start Date End Date

13 For a complimentary consultation, click here

Page 21: About Holistic Investment Planners€¦ · About Holistic Investment Planners: Holistic Investment Planners is a Financial Planning firm in Chennai, operating since 2000. We have

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Additional Details

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